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Workshop Information

Our Workshops are conducted by experienced financial advisors who have vast knowledge about the intricacies of company pensions, savings plans, 401(k)s, thrift plans and benefits. The sessions are complimentary and help better understand your Retirement Benefits. They are held on a variety of topics that answer questions such as:

When is the best time to retire for my situation?

What do I consider when choosing how to receive my pension?

How will changes in interest rates affect my pension benefit?

Is my 401(k) invested appropriately for my risk level and time frame?

How do I receive penalty-free income from my assets before 59 1/2?

Check dates, times and register for upcoming workshops under the "workshop schedule" tab or call our office at (866) 897-8234 to reserve your seat today!

We are registered to sell Securities in the following states: Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Indiana, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Montana, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio,Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Arkansas Insurance License #365372 Kris Flammang, #103637 Mark Lurz. California Insurance License #0E12886 Mark Lurz. This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.